How to let your AI assistant make changes in TailorSync

What the video covers

1. 1Switch on changes. The owner opens Settings, then AI connectors, and turns on Let AI assistants make changes. That alone doesn't let anyone's assistant change a thing: each person still decides when they connect, and every change shows in Activity.
2. 2Connect Claude again. A connection made before this can only look things up. In Claude, open Customize, then Connectors, choose TailorSync, and click Disconnect, then Connect.
3. 3Let it make changes. On the TailorSync page, tick Let it make changes and click Allow. It can add customers and their measurements, take orders and payments, and mark orders ready, as far as your role allows. It can never cancel orders, delete customers or give refunds.
4. 4Keep approvals on. Back in Claude, the tools that make changes are set to Needs approval. Leave them that way, so Claude asks you before every change.
5. 5Add a customer. In a new chat, tell Claude the new customer's name, phone number and kandura measurements. Claude asks before it adds him: open the details to check the name and number, then click Allow once. It asks again before it saves the measurements.
6. 6One customer per phone number. The customer is added, and his measurements are saved as a set called Kandura. TailorSync keeps one customer per phone number, so if the number had been saved already, Claude would have used that customer instead of adding a second one.
7. 7Check it in TailorSync. The customer is in Customers, with his measurements on the Measurements tab. In Activity, choose AI assistants only to see both changes, who made them, and that they came through Claude.